MMA Securities LLC

Updated today

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Total assets under management

Total clients

10,839

0% high-net worth

Total advisors

147

of 211 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

Average account size

Client services

Pension consulting Selection of other advisers Educational seminars or workshops

Advisory services to retirement plan participants

Main office location

MMA Securities LLC

1166 Avenue Of The Americas

New York NY 10036, United States

Number of offices

Most active in

Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virginia · Washington · West Virginia · Wisconsin · Wyoming

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Is not active or affiliated with:

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 212-345-5000

Advisors at this firm

Matthew P

Series 63, Series 65

Minneapolis, MN

MMA Securities LLC

Benjamin Z

Series 66

Boston, MA

MMA Securities LLC

Yolanda G

Series 63, Series 65

Boston, MA

MMA Securities LLC

Scott W

CFP®, Series 63

San Diego, CA

MMA Securities LLC

Timothy S

CFA®

Series 63, Series 65

Boston, MA

MMA Securities LLC

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